Datamatics Global Services Ltd(DATAMATICS)

NSE: DATAMATICSBSE: 532528

₹ 711.65-6.11%refreshed 23 Oct, 03:55 pm ISTMarket cap: ₹ 4,206 crWebsite: www.datamatics.comUpdated: 24 Oct 2026

About

Datamatics Global Services is an Indian IT-enabled services company offering digital operations, technologies, and experiences across BFSI, publishing, and enterprise verticals. In FY26, it reported revenue of INR 1,987 crores, up 15.3% year-on-year. The company ranks among the top three digital content outsourcing companies globally following the integration of TNQTech into its Lumina Datamatics subsidiary.^[1][2][3]

Segment margins

Digital Operations EBIT margin: 19.3% in Q1 FY27, up from 18.7% in FY26 and 23.2% in Q4 FY26 (its peak in the disclosed series).^[3][4][2]
Digital Technologies EBIT margin: 8.9% in Q1 FY27 vs. 9.7% in FY26; segment invests INR 40 - 50 Cr annually in R&D/AI, fully expensed through the P&L.^[3][4][5]
Digital Experiences EBIT margin: 11.7% in Q1 FY27, recovering from 7.9% in FY26, after two clients transferred work to captive centres through FY26.^[3][4]

Key operating numbers

Employee attrition: 5% in Q1 FY27, down sharply from 16.2% for full-year FY26.^[3][2]
Billed DSO: 60 days in Q1 FY27, slightly up from 63 days in FY26 and 55 days in Q3 FY26.^[3][2]
Top-5 client revenue concentration: 30% in Q1 FY27, up from 20% in FY26; top-10 was 33% and top-20 was 48% in FY26.^[3][2]
75+ AI projects delivered cumulatively as of Q1 FY27, up from 70+ as of Q4 FY26 and 65+ as of Q2 FY26.^[3][2][5]

AI products and platforms

Proprietary GenAI-powered products include TruBot (intelligent automation), TruCap+ (data capture), and TruBI (analytics); 40+ customers using these as of Q4 FY26.^[2]
TruAI Underwriting: first customer live as of Q1 FY27 with revenue booking commenced; in dialogue with top insurance companies in India, US, and Europe for further rollout.^[3]
KAiBRE and KAiSDLC agentic AI platforms deployed at a US consumer products company; AI voice agent delivered for an American pet-care provider in Q1 FY27.^[3]
Approximately 60% of new deals won in FY27 (as of Q1 FY27) are AI-led or largely AI-driven.^[3]

Operations and headcount

Digital Operations includes Lumina Datamatics (content and publishing BPO), which after the full integration of TNQTech ranks among the top three digital content outsourcing companies globally.^[3]
Lumina Datamatics combined entity growing at approximately 12 - 14% as of Q1 FY27 following completion of the TNQTech integration.^[3]
Headcount strategy is AI-augmentation over incremental hiring; management confirmed no material headcount additions as of Q3 FY26, with productivity gains replacing new hires.^[6]
Google Gemini Enterprise rolled out across the organisation; 200 employees certified in Phase 1 as of Q3 FY26. Agentic AI solutions built for insurance, banking, and logistics verticals.^[6]

Customers and distribution

New client wins in Q2 FY26 included one of the largest American optical retailers and a global leader in digital media and experience solutions; 6 new clients added in Q2 FY26, 5 in Q4 FY26.^[5][2]
Hyperscaler partnerships with Microsoft, Google, and Salesforce used to strengthen customer relationships and support go-to-market in US and Europe.^[2]
Dextara (Salesforce implementation) is growing above the company average with larger deal sizes than its pre-acquisition run rate, aided by cross-sell into the Datamatics customer base.^[6]

Balance sheet and cash

Net cash and investments (net of debt): INR 710.2 Cr as of 30 June 2026, prior to the INR 200 Cr TNQTech earn-out payout which fell in Q2 FY27.^[3]
Debt-to-equity ratio reached 0.00 in FY26, confirming the company is net-debt free.^[2]

Recent developments

September 2026: Won a global remote examination support contract with Prometric, providing 24/7 multilingual support across India, Philippines, and Peru.^[7]
FY27 organic revenue growth guidance maintained at high single digits; 3-year target is INR 3,000 Cr from an FY27 base of ~INR 2,000 Cr, combining organic and inorganic growth.^[3]
M&A pipeline under active exploration as of Q1 FY27; no deal at a reportable stage. EBITDA margin target is approximately 20% by end of FY27 and 19 - 20% over the 3-year horizon.^[3]

Market Cap

₹4,206 Cr

High / Low

₹1,015 / 632

Stock P/E

19.5

Price / Book

2.7

Book Value

₹261

EPS

₹32.9

No. of Shares

5.91 Cr

ROCE

20.0%

ROE

13.4%

OPM

16.8%

Debt / Equity

0.09

Sales

₹1,987 Cr

Net Profit

₹195 Cr

Promoter holding

66.1%

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Datamatics Global Services Ltd(DATAMATICS)

About

Segment margins

Key operating numbers

AI products and platforms

Operations and headcount

Customers and distribution

Balance sheet and cash

Recent developments

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